Date: 16/08/2011

Infonetics: Optical n/w hardware gains 21% y-o-y in Q2 2011, Huawei and ZTE surge

Market research firm Infonetics Research has released its second quarter 2011 (2Q11) Optical Network Hardware vendor market share report.

Below are the highlights shared by Infonetics:
The global optical network equipment market, including WDM and SDH/SONET equipment, jumped 13% in 2Q11, following an 11% decrease in 1Q11
Optical equipment spending is up year-over-year in all regions and rolling 12-month trends remain positive
Year-over-year, from the second quarter of 2010 to the second quarter of 2011, WDM optical network equipment spending is up 37% and the overall optical market is up 21%
ROADM equipment spending set another new high in 2Q11, rising 9% sequentially; for the first 6 months of 2011, ROADM equipment shipments are up a stunning 55% over the comparable period in 2010
ZTE and Huawei reported very strong results in both Asia Pacific and EMEA (removing the contribution of these vendors to EMEA would result in a sequential decline in the region)
North America posted modest quarter-over-quarter gains with good performances by Fujitsu and Tellabs
Japan posted results in 2Q11 that were better than in 2Q10

"Our expectations for single-digit market growth this year remain in reach. If global optical network equipment spending in the second half of 2011 is flat with the first half, total spending for 2011 will be up 6.5%," foresees Andrew Schmitt, directing analyst for optical at Infonetics Research. "The strength of the optical market in the EMEA region needs to be qualified: 5% of the gains are due to currency effects, and all of the growth came from ZTE and Huawei."